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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,611 | $155,833-50.8% | $124,693-38.6% | $167,536-54.3% |
| Participation rate | 25.0% | 81.1%-56.1pp | 74.6%-49.6pp | 82.1%-57.1pp |
| Annual return | 0.72% | 17.98%-17.3pp | 5144.19%-5143.5pp | 478.82%-478.1pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |